by FA Staff
San Mateo, Calif.-based Frankin Templeton Investments has announced that James Macey will serve as a senior vice president and portfolio manager with a focus on retirement solutions.
by
Christopher Robbins
Newport Beach, Calif.-based United Capital Financial Advisers has acquired the assets of McDonald, Cox & Klugh, Inc., of South Carolina.
by FA Staff
Tampa, Fla.-based Independent Financial Partners announced the addition of two members to the leadership team of its recently rebranded IFP Plan Advisors Group.
by FA Staff
Jersey City, N.J.-based Vestmark has hired Vincent Pellegrini as senior vice president of client experience.
by FA Staff
New York-based TIAA-CREF announced the appointment of J. Keith Morgan as executive vice president on Tuesday.
by FA Staff
Legacy Wealth has $110 million in brokerage and fee-based client assets.
by FA Staff
Legacy Retirement Planning has become part of Raymond James Financial.
by FA Staff
Washington Wealth Management has hired three advisors from the wirehouse industry.
by FA Staff
Peewaukee, Wisc.-based Ellenbecker Investment Group has appointed Brett Engelking as the company’s director of business operations.
by FA Staff
Jim Abraham joins Noyes in Chicago.
by FA Staff
Robert Brown and Timothy Aubin have joined Faubourg Private Wealth Advisors, an independent financial advisory firm founded in March.
by FA Staff
Anthony Chevalier and Vance Whitby have joined the Denver Mountain Market, a Merrill Lynch branch office now housing 40 financial advisors.
by FA Staff
Amy Low Chasen joins Barron Capital.
by FA Staff
Christopher Flint, formerly with Lincoln Financial Securities, now heads Protective Life Corporation's ProEquities.
by FA Staff
New York-based Royal Alliance Associates announced the addition of The Quincy Group, which will operate as an office of supervisory jurisdiction branch.
by FA Staff
CUSO financial services will be the broker-dealer for the credit union, one of the largest in the nation.
by FA Staff
Morgan Stanley's former chief investment officer joins MainStay.
by FA Staff
AMI Asset Management adds two new staff members.
by FA Staff
Advisors with a total of $120 in assets under management have joined Securities America.
by FA Staff
Tumlin Levin Sumner Wealth Management, a partnership between Charles Tumlin, Arthur Levin, and Hall Sumner, has broken away from Wells Fargo Advisors, where they managed $390 million in client assets...
